Financial Advisor
CAREER DESCRIPTION At WestPac® Wealth Partners, we seek driven individuals who are ready to take charge of their future. We provide the opportunity to run your own business, supported by a Fortune #1 Best Place to Work and an Inc. 5000 Fastest Growing Company*. If you're passionate about making a positive impact in your community and being directly rewarded for your contributions, this could be an excellent career opportunity for you. WestPac is a wealth management firm committed to assisting our clients in every aspect of their financial lives. Our focus centers on our clients’ visions for their future to create a lasting impact on their wealth potential. We help people in all situations – business owners, medical professionals, professional athletes, and individuals seeking personal financial solutions. The commitment to our clients, our associates, and our community has garnered us many awards and recognition from leading media outlets such as, Fortune Magazine, Inc 5000, Forbes, Yahoo Finance, multiple Business Journals and several tv and radio stations. A current list can be viewed here: CAREER REQUIREMENTS When searching for future advisors, we look for a variety of skillsets that have proven to be leading indicators of success. In addition to the below, you have a responsibility to expand a business practice by use of effective prospecting and referral-based strategies, as well as identifying and cultivating new client relationships within target markets. REQUIREMENTS 4-Year Degree Entrepreneurial Mindset Desire to Help Others Highest Level of Integrity & Ethics Interpersonal & Relationship Skills Affinity for Education & Professional Development Goal & Commitment Oriented SIE, Series 7 & 66 License, Life and Health (Have or will Obtain) WHAT WE PROVIDE Industry-Leading, Proprietary Training and Education Systems Proprietary Planning Software Team-Work Culture Free Licensing Access to study and licensing materials– reimbursements for tests. Advanced Planning Team Accountability and Marketing Coaches * Learn more about our accolades here: | WestPac Wealth Partners is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities, LLC (PAS), member FINRA, SIPC. OSJ: 5280 Carroll Canyon Rd., #300 San Diego, CA 92121 View phone number on click.appcast.io. . PAS is a wholly owned subsidiary of Guardian. This firm is not an affiliate or subsidiary of PAS. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC a DBA of WestPac Wealth Partners, LLC. | CA Insurance License#0I29680| 7540390.1 Exp. 01/27 Corporate Office: 5280 Carroll Canyon Road, Suite 300 | San Diego, CA 92121 | P 844.WestPac (937-8722) | WestPacWealth.com
$200k
...Note: This opportunity is not a direct position with Cetera Financial Group. Accepted applicants will become affiliated with Cetera... ...your experience and career goals. Bank of Hawaii - Bankoh Advisors: Under the direction of the Manager, this position provides...SuggestedWork experience placementWork at officeLocal areaFlexible hoursWeekend workAfternoon shift$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...SuggestedWork at office$43k
...Investment Advisor Position **This is a base plus incentive role. Candidates awarded the position can expect a base pay of $43,000... ...Major Job Accountabilities Provides individual customer financial planning and advice utilizing advisory, insurance, annuities, and...SuggestedWork experience placementWork at officeImmediate start$150k
...Position: Financial Advisor Locations: Denver, CO | Phoenix, AZ | Remote About AQI Gallacher Capital (GC) dba Forward Wealth Founded in 1991, Gallacher Capital is a comprehensive wealth management advisory firm committed to empowering advisors through...SuggestedWork at officeRemote work$75k - $150k
...About the Company THE WELL LinkedIn Post We are hiring experienced Financial Advisors on behalf of our client - an established independent RIA and wealth management firm with approximately $19 billion in AUM. About the Role We are hiring experienced Financial...SuggestedLocal areaRemote workRelocation- ...Financial Advisor Career at Northwestern Mutual Hawai'i *APPLICANTS MUST CURRENTLY LIVE IN HAWAI'I* (Oahu, Big Island, Maui, and/or Kauai) Job Summary: As a Financial Advisor, you will provide personalized recommendations to clients, helping them achieve their financial...Full timeLive in
- ...Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable...Work at officeLocal areaFlexible hours
- Bankers Life in Honolulu, HI is seeking ambitious individuals to join our team as Insurance Sales Agents and Financial Representatives. If you enjoy networking, critical thinking, and helping others achieve financial goals, this opportunity offers award-winning training...
$43k
...a generous and competitive monthly incentive and annual payout.** Primary Purpose of Job Works collaboratively with a Financial Advisors (FAs) and Sales Manager to proactively grow and service an existing client base, along with developing new clients. Major...- ...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
- Position Function:The Cash Management Manager is a senior commercial banking leader with full accountability for the financial performance, product strategy, and operational health of CPB's commercial cash management and treasury management services business. This role...Work at office
- ...timely manner; timely renewal and/or extension of loans; minimizes all delinquencies (payment and tickler delinquencies); follows financial trends of respective borrowers; appropriately recommends waivers/amendments; and maintains credit files in compliance with Bank Credit...Work at office
- ...loans and borrowersTimely renewal and/or extension of loansMinimizes all delinquencies (payment and tickler delinquencies)Follows financial trends of respective borrowersAppropriately recommends waivers/amendmentsMaintains credit files incompliance with Bank Credit Policies...Work at office
$250 per week
...industry experience required and ALL MAJORS ARE WELCOME! College Financial Representatives (CFRs) at Northwestern Mutual - Hawai'i are... ...Receive one-on-one mentorship from a full-time Financial Advisor in our firm Build life skills that create future career opportunities...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- Job DescriptionAnalyzes enterprise-wide financial performance to support strategic planning and decision-making processesFacilitates the development of sophisticated financial reporting frameworks that integrate multiple business segmentsDesigns complex financial models...
- Under the direction of the Manager, this role is responsible for preparing and delivering comprehensive financial and estate planning solutions and advice to clients of Bank of Hawaii wealth management. This position contributes to process improvements that enhance departmental...Work at officeFlexible hoursAfternoon shift
- Under the direction of the Manager, the Cash Management Product Manager III is responsible for actively managing a line of cash management products and services by establishing and ensuring that short and long term plans are successfully met.Certified Treasury Professional...Ongoing contractTemporary workWork experience placementFlexible hoursAfternoon shift
- ...investment and life insurance advice including comprehensive financial planning to the wealth management, commercial and small business... ..., analytical, and clerical sales support to the Wealth Advisors, if the position is with a Wealth Advisor Team.Performs all duties...Work at office
$3,500 per month
...looking for a highly motivated individual with outstanding customer service skills and a passion for cars and numbers and to work as a Financial Services Consultant. An automobile is one of the biggest purchases many consumers will make in their lifetime and this is your...Flexible hours$48k
...Please Note: This opportunity is not a direct position with Cetera Financial Group. Accepted applicants will become affiliated with Cetera... ...Hawaii State Federal Credit Union: We are seeking a Wealth Advisor to assist our members with Financial Planning, Estate Planning,...Full timeWork experience placementFlexible hours$60k
...relevant soft skills and software package proficiencies, are required. The Financial Services Associate is part of a team that provides key operational support to financial advisors, engaging with both the advisors and their clients. A proactive professional with...Temporary workWork at office- Join Equitable Advisors: A Pathway to Possibilities and Positive Impact Are you ready to make a real difference in peoples lives while... ...and Services Consultation : Educate clients on our diverse financial products and services, demonstrating how these solutions can be...Work experience placementLocal areaRemote workFlexible hours
$75k - $150k
...helping our clients discover top talent. We are recruiting for a Financial Consultant. Candidates must be located in the Syracuse, NY... ...level of trust and confidence with our client to serve as the main advisor for their wealth management needs. Discuss client investment...Remote work- ...entertainment industry with capital, investment expertise, and financial strategies to develop and finance compelling entertainment... ...private equity professionals, producers, studios, distributors, advisors, and other leaders to explore the evolving business of entertainment...Contract workWork from home
- ...new relationships. Manages a portfolio of HVC customers to build and retain customer relationships. Analyzes tax returns and financial statements. Participates in branch or bank wide campaigns. Actively cross-sells and refers customers to the appropriate...Work experience placement
- ...People are looking for individualized financial advice they can trust. They need your help, and they are everywhere. That means you can build your Modern Woodmen business right where you are. At Modern Woodmen of America, we have passion and purpose. We believe in what...Flexible hours
- ...Experienced Financial Advisor Location: Hawaii, CA | Company: Sagient Financial Build the Practice You Envision—With the Right Support Behind You Sagient is seeking an experienced financial advisor who wants greater ownership, flexibility, and support in growing...Full time
- Description:: Join our expanding team in Honolulu. As a Sagient financial advisor, you'll assist clients in identifying and achieving their financial goals, prepare and verify financial plans for accuracy, ensuring alignment with our clients' long-term objectives. You...Full time
$48k
...Job Description Job Description The Senior Financial Advisor is responsible for building and maintaining strong relationships with providing professional investment advice and direction to Credit Union membership and staff. They will actively seek opportunities to...Flexible hours$60k - $65k
.... Bachelor’s degree in accounting, finance, or related field required; advanced degree preferred (MBA, MFin, CPA). Proficiency in financial management software such as QuickBooks; familiarity with Microsoft Excel for financial analysis and reporting is essential. Ability...Full timeFor contractorsWork at officeLocal areaFlexible hours
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